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Trust Point Inc’s Vanguard Small-Cap ETF VB Stock Holding History

Trust Point Inc’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
3,378
-36
-1% -$10.3K 0.09% 118
2026
Q1 		$894K Buy
3,414
+60
+2% +$16.2K 0.08% 137
2025
Q4 		$865K Hold
3,354
– – 0.07% 138
2025
Q3 		$853K Hold
3,354
– – 0.07% 142
2025
Q2 		$795K Sell
3,354
-121
-3% -$27K 0.07% 126
2025
Q1 		$771K Hold
3,475
– – 0.07% 147
2024
Q4 		$835K Hold
3,475
– – 0.06% 189
2024
Q3 		$824K Hold
3,475
– – 0.06% 191
2024
Q2 		$758K Hold
3,475
– – 0.06% 192
2024
Q1 		$794K Hold
3,475
– – 0.06% 195
2023
Q4 		$741K Buy
+3,475
New +$670K 0.06% 184

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Trust Point Inc's VB Position: Q2 2026 in Review

Trust Point Inc reduced its Vanguard Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $10.3K and leaving 3,378 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #118.

Trust Point Inc first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Trust Point Inc held 3,378 shares of Vanguard Small-Cap ETF worth $1.02M as of Q2 2026.
  • Trust Point Inc sold 36 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Small-Cap ETF made up 0.09% of Trust Point Inc's portfolio in Q2 2026, its #118 holding.
  • Trust Point Inc first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 842 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.